About Time Financial Planning

Overview

About Time Financial Planning is an independent, individual-owned registered investment adviser that focuses on fee-for-service financial planning and discretionary portfolio management for individuals and small businesses. The firm operates on a fixed-fee model and identifies as an active ESG investor, which suggests sustainability and environmental, social, and governance considerations factor into how it selects managers and funds. Investment activity is skewed toward pooled public vehicles—mutual funds and ETFs—rather than direct security selection or running proprietary investment products. The firm does not act as a capital allocator or multi-state adviser; instead it relies on third-party managers and custodial platforms to implement and hold client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices